Nearly 350 Listed Companies Received Institutional Research Within the Month; Semiconductor and New Energy Tracks Favored

Data shows that since March, nearly 350 listed companies have been surveyed by institutions, covering popular fields such as semiconductors, new energy, and information technology. Specifically, 10 listed companies have received over 100 institutional visits each, with companies like Daikin Heavy Industry Co., Ltd., Lanfan Medical Co., Ltd., and Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. becoming key targets of institutional attention.

Regarding the content of the surveys, the focus of institutions mainly centers on the company’s 2025 operating performance interpretation, potential development opportunities in 2026, and industry outlook analysis. For example, Daikin Heavy Industry Co., Ltd. focuses on the production and sales of wind turbine towers and thermal power boiler steel structures. In 2025, it achieved a total revenue of 6.174 billion yuan, a year-on-year increase of 63.34%; net profit attributable to the parent was 1.103 billion yuan, up 132.82%, setting a record for best operating performance.

A company executive stated that in 2025, the company will achieve leapfrog development, with products and services gradually extending from offshore wind foundation equipment manufacturing to fields such as deep-sea special transportation, ship design and construction, and wind power port operations. The company will further develop new energy development and operation businesses, transforming from a product supplier to a system service provider.

Meanwhile, against the backdrop of rising interest in cutting-edge fields like embodied intelligence, benefiting from expanding demand in the smart terminal market and accelerated capacity release, Aobo Zhongguang Technology Group Co., Ltd. will achieve a total revenue of 941 million yuan in 2025, a year-on-year increase of 66.66%, with a net profit of 127 million yuan.

A company executive said that by continuously improving R&D efficiency and optimizing operational models, and relying on the rapid development of various AI edge applications (including 3D scanning, robotics, etc.), the company has formed a positive cycle of “technological iteration—mass production acceleration—cost optimization.” The strategic advantages generated by technological edge and scale effects are expected to drive future profitability and business structure upgrades, opening long-term value growth space.

Some companies are actively cultivating a second growth curve. A relevant person from Desay SV Automotive Electronics Co., Ltd. in Huizhou said that they are currently working with multiple embodied intelligence companies on deep cooperation and implementation, and have successfully secured fixed orders for robot domain control projects. The related products are planned to be mass-produced and delivered by 2026, promoting the company’s domain control technology capabilities to rapidly expand into the emerging embodied intelligence sector and further improve its smart industry layout.

In the semiconductor equipment field, the continued recovery of industry prosperity has become a key focus of institutional research. A relevant person from Guangli Technology Co., Ltd. said that in the first quarter of 2026, semiconductor business shipments showed significant growth compared to the same period last year, with customer delivery speed and volume continuing the positive trend seen in the second half of 2025.

Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. also remains optimistic about industry prospects. A relevant person from the company stated that based on the ongoing improvement of existing equipment, the company is accelerating the market introduction of new products. Over the next 2 to 3 years, the storage and logic fields will still be in a construction cycle. The company maintains an optimistic outlook on future industry development trends and continues to be bullish on China’s semiconductor consumer market.

Zhang Xinyuan, research director of Beijing Kofound Technology Development Co., Ltd., said: “When selecting survey targets, institutions usually consider multiple factors such as the company’s fundamentals, industry development prospects, and market sentiment. Investors can also observe industry trends that institutions focus on to better grasp market directions.”

Zhang Xiaorong, director of the Deep Technology Research Institute, told Securities Daily: “From the direction of institutional surveys, fields like semiconductors, new energy, and artificial intelligence have become key focuses, reflecting a resonance between industry trends and capital preferences. On one hand, these industries benefit from technological progress and policy support, with continued growth; on the other hand, listed companies validate growth logic through performance realization and business expansion, which enhances institutional allocation willingness.”